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Personal Finance and Investing

lastlib

(25,068 posts)

6. Does your custodian offer short-term/fixed-income investment options?

Reply to Lonestarblue (Reply #1)

Wed Nov 6, 2024, 09:43 AM

Nov 6

Like a money-market option? If you can use those within your 401k, there wouldn't be any taxes on an exchange, and you may be more secure against a market downturn.

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Can a person transfer assets offshore? [View all] Marthe48 Nov 6 OP

I would also like to know about this Lonestarblue Nov 6 #1

I looked into this in 2016 Joinfortmill Nov 6 #3

Thanks. My account is actually with them. Lonestarblue Nov 6 #4

Does your custodian offer short-term/fixed-income investment options? lastlib Nov 6 #6

Good idea, and yes it does. I will move some assets to a money market. Lonestarblue Nov 6 #7

Glad to help! lastlib Nov 6 #8

The IRS asks the question, Do you have any Ilsa Nov 6 #2

You can, but Colgate 64 Nov 6 #5

There is also a more serious reporting requirement to the Dept of Treasury every June IbogaProject Nov 6 #9